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Members

Jonathan L. Jackson D

Democratic representative for Illinois (IL-1), in the House since Jan 3, 2023.

Among all 439 members

Each dot is a member; Jackson is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

$539K$28K$38.0M

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

98.0%49.0%100.0%

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

7.7%0.0%82.4%

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

$460K$1,500$12.5M

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

62%2%100%

Bills sponsored

In the 119th Congress (GovInfo's bill records)

90130

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

-0.35← more liberalmore conservative →

Where their campaign money comes from

2025–26
$539K
2023–24
$654K
2021–22
$793K
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$539,051$319,442$200,072$0$0$552,670$40,070$0$0
2023–24$654,095$303,724$347,300$0$0$601,510$53,688$0$0
2021–22$793,219$551,296$131,870$0$75,000$792,115$1,103$1,299,323$0

FEC totals through Oct 14, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Illinois versus everywhere else, each period.

2025–26
$259K
2023–24
$288K
2021–22
$184K

Where it came from

  • Less
  • More
  • Their state
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCOKLAMSALGAHITXFLDCASMPGUPRVI

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

THEGROUP
$14K
VERANDAH
$13K
AMITA HEALTH
$12K
MEDSTAR LABORATORY INC
$9,300
AMEX INTERNATIONAL
$8,000
ICL INC
$7,200
THE YUCAIPA COMPANIES LLC
$7,100
VERENDAH RETIREMENT
$7,000
PATTON LABS INC
$7,000
LILETTE ADVISORS
$7,000
KALSHI
$7,000
ARIEL INVESTMENTS
$7,000
The largest donors, and the numbers
PeriodItemizedContributionsFrom ILRetired donors
2025–26$258,79225638%0%
2023–24$288,00029848%2%
2021–22$184,27015044%4%
DonorWhereEmployer, occupationTotal
GUPTA, ANUJAHANOVER PARK, ILVERENDAH RETIREMENT, MANAGING PARTNER$20,200
PRABHAKAR, VIJAYBLOOMINGDALE, ILSELF EMPLOYED, V. P. DEVELOPMENT$14,100
KAPOOR, GAURAVFRANKFORT, ILAMITA HEALTH, PHYSICIAN$11,800
SALDANHA, DARRELSOUTH BARRINGTON, ILNOT EMPLOYED, NOT EMPLOYED$10,000
CLAYTON, TONYPORT ALLEN, LASELF EMPLOYED, ATTORNEY$9,700
JAMES, LOUISDETROIT, MINOT EMPLOYED, NOT EMPLOYED$9,500
JAMES, PAMELADETROIT, MINOT EMPLOYED, NOT EMPLOYED$9,500
DUDA, JENNIFERMENLO PARK, CANOT EMPLOYED, NOT EMPLOYED$9,100
DIANE, MORIPOTOMAC, MDAMEX INTERNATIONAL, EXECUTIVE VICE PRESIDENT$8,000
FLOYD, PAMELAHAZEL CREST, ILSELF EMPLOYED, CLERGY$8,000
HILL, JAMESHOMEWOOD, ILICL INC., CPA$7,200
COLLINS, ARTHURMCLEAN, VATHEGROUP, BUSINESS STRATEGIST$7,000
DESAI, ANKITWASHINGTON, DCLILETTE ADVISORS, PARTNER$7,000
MANSOUR, TAREKNEW YORK, NYKALSHI, CEO AND FOUNDER$7,000
PALANINATHAN, RAJMOHANST JOHNS, FLPATTON LABS INC, ENGINEER$7,000
ROGERS, JOHN JRCHICAGO, ILARIEL INVESTMENTS, CO-CEO$7,000
HARRIS, CHERYLLONG GROVE, ILNORTHERN TRUST, PROCUREMENT EXECUTIVE$6,700
BURKLE, RONWEST HOLLYWOOD, CATHE YUCAIPA COMPANIES, LLC, MANAGING PARTNER$6,600
HIGGINBOTTOM, DEBORAHCHICAGO, ILNOT EMPLOYED, NOT EMPLOYED$6,600
HIGGINBOTTOM, ELZIECHICAGO, ILEAST LAKE, REAL ESTATE$6,600
TREHAN, RANVIRMCLEAN, VANOT EMPLOYED, NOT EMPLOYED$6,500
GLOVER, GLENDANASHVILLE, TNTSU, PROFESSOR$6,400
ROGERS, JOHNCHICAGO, ILARIEL INVESTMENTS LLC, CHAIRMAN$6,200
ROGERS, LARRYCHICAGO, ILPOWER ROGERS AND SMITH, NOT EMPLOYED$6,200
TAYLOR, ROBERTLOS ANGELES, CACENTINELA CAPITAL PARTNERS, INVESTMENT MANAGEMENT$6,200

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEENATIONAL ASSOCIATION OF REALTORS$23,0007
HEALTH CARE SERVICE CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEEHEALTH CARE SERVICE CORPORATION$22,0009
AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC)AMERICAN ASSOCIATION FOR JUSTICE (AAJ)$18,00010
SOUTHERN COMPANY GAS EMPLOYEES PACSOUTHERN COMPANY GAS$15,0005
MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERSINTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS$15,0005
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PACLABORERS' INTERNATIONAL UNION OF NORTH AMERICA$15,0006
ILLINOIS BLACK BUSINESS POLITICAL ACTION FUND, INC.ILLINOIS STATE BLACK CHAMBER OF COMMERCE, INC.$15,0001
REYNOLDS AMERICAN INC. POLITICAL ACTION COMMITTEE; RAI PACREYNOLDS AMERICAN INC.$13,0006
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE$12,9005
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEETHE HOME DEPOT INC.$12,5005
INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUEINTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS$12,5003
CME GROUP INC. PAC$12,5004
AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION$12,5004
ENGINEERS POLITICAL EDUCATION COMMITTEE (EPEC)/INTERNATIONAL UNION OF OPERATING ENGINEERSINTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF$11,00013
PAC TO THE FUTUREPELOSI$10,0002
DISCOVER FINANCIAL SERVICES POLITICAL ACTION COMMITTEEDISCOVER FINANCIAL SERVICES$10,0002
CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE UNITED BROTHERHOOD OF CARPENTERS AND JOINERSUNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA$10,0004
AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEEAMERICAN CRYSTAL SUGAR COMPAY$10,0002
NUCOR CORPORATION POLITICAL ACTION COMMITTEENUCOR CORPORATION$9,0004
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEENATIONAL BEER WHOLESALERS ASSOCIATION$9,0005
BUNGE NORTH AMERICA INC POLITICAL ACTION COMMITTEE$9,0005
THE FARM CREDIT COUNCIL POLITICAL ACTION COMMITTEETHE FARM CREDIT COUNCIL$8,0002
JSTREETPACJ STREET$7,6003
SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION)SERVICE EMPLOYEES INTERNATIONAL UNION$7,5002
PROGRESSIVE PACLIEU$7,5002

Outside spending for and against them

All of it
$1.3M

Who spent it

PROTECT OUR FUTURE PAC
$500K
WEB3 FORWARD
$491K
DAO FOR AMERICA
$308K
SIERRA CLUB INDEPENDENT ACTION
$10
See the data
SpenderFor or againstTotalReports
PROTECT OUR FUTURE PACfor$500,0652
WEB3 FORWARDfor$491,2502
DAO FOR AMERICAfor$307,9986
SIERRA CLUB INDEPENDENT ACTIONfor$101

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

All 25
RegistrantTotalItemsFirstLatest
HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY (HCSC)$27,5006Jul 11, 2023Sep 26, 2025
AMERICAN ASSOCIATION FOR JUSTICE$18,0007Jul 21, 2023Jun 3, 2026
NATIONAL ASSOCIATION OF REALTORS$16,0007Dec 6, 2023Dec 5, 2025
INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS$15,0003Aug 2, 2023Jan 13, 2026
INTERNATIONAL UNION OF OPERATING ENGINEERS$14,5007Nov 27, 2023Jun 16, 2026
SOUTHERN COMPANY$12,5004Feb 8, 2024Mar 22, 2026
CME GROUP, INC.$12,5004Jun 24, 2024Jun 23, 2026
AMERICAN FEDERATION OF TEACHERS$12,5004Jul 17, 2023Sep 24, 2025
RAI SERVICES COMPANY$12,0004Oct 13, 2023Jun 9, 2026
NATIONAL AUTOMOBILE DEALERS ASSOCIATION$10,0004Feb 21, 2024May 20, 2025
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA$10,0003Oct 24, 2023Feb 18, 2026
INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS$10,0003Feb 16, 2023Mar 9, 2023
AMERICAN CRYSTAL SUGAR COMPANY$10,0002Sep 21, 2023Sep 21, 2023
NUCOR CORPORATION$9,0004Apr 30, 2024Jun 30, 2026
FARM CREDIT COUNCIL$8,0002Apr 26, 2024Sep 30, 2025
THEGROUP DC, LLC$7,5003May 19, 2023Dec 4, 2025
SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC$7,5002Nov 1, 2024Aug 4, 2025
J STREET$7,5002Jun 27, 2024Dec 11, 2025
INTERNATIONAL BROTHERHOOD OF TEAMSTERS$7,5002Aug 17, 2023Jul 16, 2024
LILETTE ADVISORS$7,0002Oct 29, 2025Dec 1, 2025
NATIONAL BEER WHOLESALERS ASSOCIATION$6,5004Jan 31, 2024Feb 10, 2026
NATIONAL EDUCATION ASSOCIATION$6,0005Jun 27, 2024Nov 20, 2025
KING & SPALDING LLP$6,0003Jan 11, 2023Mar 29, 2023
TOYOTA MOTOR NORTH AMERICA, INC. (TMA)$5,0004Sep 28, 2024May 11, 2026
DISCOVER FINANCIAL SERVICES$5,0001May 1, 2023May 1, 2023

Earmarks they asked for

Congressionally directed spending enacted at their request, alone or with others: 26 earmarks, $20.9M. None went to an organization whose employees are among their donors.

FY 2026
$11.7M
FY 2024
$9.1M

Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 25 of theirs went to their donors' employers; chance gives about 0: about what chance gives.

The largest

Chicago Transit Authority
2 earmarks · Department of Transportation
$3.6M
Chicago Park District
Department of Housing and Urban Development
$2.0M
Brainerd Senior Apartments - Decarbonization City of Chicago
Department of Housing and Urban Development
$1.5M
79th Street and Stony Island Avenue Skyway Flyover Ramp Feasibility Study
Department of Transportation
$1.0M
City of Wilmington for South Water and Sewer Main Extension Project
Environmental Protection Agency
$960K
City of Chicago for Lead Service Line Replacement
Environmental Protection Agency
$960K
Chicago State University
DOJ
$908K
City of Chicago, Department of Family and Support Services (DFSS)
Department of Housing and Urban Development
$850K
79th/Stony Island Planning and Environmental Linkages Study
Department of Transportation
$850K
US Route 6 Corridor Project, Will County, Illinois
Department of Transportation
$850K
All 26
YearRecipientAmountAsked withIts employees gave themIts lobbying firm gave them
FY 2026Chicago Transit Authority
79th and Halsted Bus Turnaround Improvement Project
Department of Transportation · Transit Infrastructure Grants · IL
$2,500,000
FY 2026Chicago Park District
Cultural Center Upgrades and Improvements, Hamilton Park
Department of Housing and Urban Development · Community Development Fund · IL
$2,000,000
FY 2026Chicago Transit Authority
CTA-Rail Station Concession Facilities Improvements
Department of Transportation · Transit Infrastructure Grants · IL
$1,080,000
FY 2026Chicago State University
Community Centered Security Measures for Chicago State University Police Department
DOJ · COPS Tech · IL
$908,000
FY 2026City of Chicago, Department of Family and Support Services (DFSS)
Margaret’s Village Maria Shelter Infrastructure Improvements
Department of Housing and Urban Development · Community Development Fund · IL
$850,000
FY 202679th/Stony Island Planning and Environmental Linkages Study
Department of Transportation · Highway Infrastructure Programs · IL
$850,000
FY 2026Metropolitan Pier and Exposition Authority
Site Infrastructure and Security Camera, Software, and Lighting Upgrades
Department of Housing and Urban Development · Community Development Fund · IL
$750,000
FY 2026Pace, the Suburban Bus Division of the Regional Transportation Authority
Pace Pulse bus queue-jump for 95th St/Western Ave
Department of Transportation · Transit Infrastructure Grants · IL
$530,190
FY 2026Commuter Rail Division of the RTA d/b/a Metra
Metra’s 91st Street/Beverly Station Improvements Project
Department of Transportation · Transit Infrastructure Grants · IL
$520,000
FY 2026Cook County Department of Transportation and Highways
Pulaski Road Corridor Reconstruction and Multimodal Improvements
Department of Housing and Urban Development · Community Development Fund · IL
$500,000
FY 2026Village of Evergreen Park
Evergreen Park Police Department Body Worn Camera and In-Squad Video System Project
DOJ · COPS Tech · IL
$487,000
FY 2026City of Chicago
Sustainable Updates to CPS’ Outdoor Spaces
Department of Housing and Urban Development · Community Development Fund · IL
$250,000
FY 2026City of Chicago Department of Housing
Park Manor Senior Development and Construction
Department of Housing and Urban Development · Community Development Fund · IL
$250,000
FY 2026City of Chicago, Department of Housing
Joyce Chapman Apts. Housing and Community Development and Construction
Department of Housing and Urban Development · Community Development Fund · IL
$250,000
FY 2024Brainerd Senior Apartments - Decarbonization City of Chicago
Department of Housing and Urban Development · Community Development Fund · IL
$1,466,279
FY 202479th Street and Stony Island Avenue Skyway Flyover Ramp Feasibility Study
79th Street and Stony Island Avenue Skyway Flyover Ramp Feasibility Study IL
Department of Transportation · Highway Infrastructure Programs · IL
$1,000,000
FY 2024City of Wilmington for South Water and Sewer Main Extension Project
Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · IL
$959,752
FY 2024City of Chicago for Lead Service Line Replacement
Environmental Protection Agency · State and Tribal Assistance Grants—Drinking Water State Revolving Fund · IL
$959,752Schakowsky
FY 2024US Route 6 Corridor Project, Will County, Illinois
US Route 6 Corridor Project, Will County, Illinois IL
Department of Transportation · Highway Infrastructure Programs · IL
$850,000
FY 2024Pace Western Avenue Transit Signal Priority Cook County, Illinois Pace—Suburban Bus Division
Department of Transportation · Transit Infrastructure Grants · IL
$840,000
FY 2024Village of Evergreen Park for Lead Service Line Replacement Project
Environmental Protection Agency · State and Tribal Assistance Grants—Drinking Water State Revolving Fund · IL
$800,000
FY 2024CTA Rail Station Customer Assistant Kiosk Security Console Project Chicago Transit Authority (CTA)
Department of Transportation · Transit Infrastructure Grants · IL
$500,000
FY 2024Morgan Street Bridge Replacement, Chicago, IL Northeast Illinois Regional Commuter Railroad Corporation (dba METRA)
Department of Transportation · Transit Infrastructure Grants · IL
$500,000
FY 2024Sustainable Updates to CPS Outdoor Spaces Board of Education City of Chicago
Department of Housing and Urban Development · Community Development Fund · IL
$500,000
FY 2024Unity Parenting and Counseling Inc. Non-Congregate Emergency Shelter Chicago, Illinois City of Chicago
Department of Housing and Urban Development · Community Development Fund · IL
$500,000
FY 2024Robbins Criminal Justice Reform Project (Community Engagement and Policing initiative) Village of Robbins
Department of Justice · OJP–Byrne · IL
$250,000

Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.

How they've voted lately

Their last 150 roll calls in the 119th Congress, oldest to newest.

  • Yea
  • Nay
  • Not voting
  • Against their party
May 13, 2026Sep 16, 2026

On the most-lobbied bills

How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.

H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.R. 8774
Department of Defense Appropriations Act, 2025
673 clients
H.R. 4365
Department of Defense Appropriations Act, 2024
602 clients
H.R. 10545
American Relief Act, 2025
599 clients
H.R. 7024
Tax Relief for American Families and Workers Act of 2024
573 clients
H.R. 2882
Further Consolidated Appropriations Act, 2024
553 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
Every vote
DateQuestionMeasureVoteResult
Sep 16, 2026On Motion to Suspend the Rules and PassS. 2403 Retire through Ownership ActyeaPassed
Sep 16, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9497 Water Resources Development ActyeaPassed
Sep 16, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9340 Ratepayer Protection ActyeaPassed
Sep 16, 2026On PassageH.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection AnayPassed
Sep 16, 2026On PassageH.R. 10326 PROOF ActnayPassed
Sep 16, 2026On PassageH.R. 9576 National Fraud Enforcement Division ActnayPassed
Sep 16, 2026On Motion to Concur in the Senate AmendmentsH.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaagainst partyPassed
Sep 15, 2026On Agreeing to the ResolutionH.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with IyeaPassed
Sep 15, 2026On PassageH.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental ProtectionayPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9500 Tax Relief for Fraud Victims ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and PassH.R. 2140 Diesel Emissions Reduction ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4646 Whistleblower Protection ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision ActyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2978 GUARD ActyeaPassed
Sep 15, 2026On Agreeing to the ResolutionH.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.nayPassed
Sep 15, 2026On Ordering the Previous QuestionH.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.nayPassed
Sep 15, 2026On Motion to TableH.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanorsnayPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 3276 Local Communities & Bird Habitat Stewardship ActyeaPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4219 National Wildlife Refuge System Invasive Species Strike Team ActyeaPassed
Sep 3, 2026On PassageH.R. 4795 Protect Economic and Academic Freedom ActnayPassed
Sep 2, 2026On PassageH.R. 1501 Protecting Domestic Mining ActnayPassed
Sep 2, 2026On Motion to Suspend the Rules and PassH.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine jnayFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1498 In the matter of allegations relating to Representative Chuck EdwardsyeaPassed
Sep 1, 2026On PassageH.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rignayPassed
Sep 1, 2026On Motion to RecommitH.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rigyeaFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposesnayPassed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)nayPassed
Sep 1, 2026On Ordering the Previous QuestionH.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)nayPassed
Sep 1, 2026On Motion to Suspend the Rules and Concur in the Senate AmendmentsH.R. 6500 AGOA Extension ActyeaPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 32 Local Access to Courts ActyeaPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 307 Prison Staff Safety Enhancement ActyeaPassed
Jul 23, 2026On PassageH.R. 8884 Removing Barriers to Work for Disabled Americans ActnayPassed
Jul 23, 2026On Agreeing to the ResolutionH.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with IyeaPassed
Jul 22, 2026On Agreeing to the ResolutionH.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary levenayPassed
Jul 22, 2026On PassageH.R. 7008 Stop Insider Trading ActnayPassed
Jul 22, 2026On Motion to RecommitH.R. 7008 Stop Insider Trading ActyeaFailed
Jul 22, 2026On PassageH.R. 8800 National Defense Authorization Act for Fiscal Year 2027nayPassed
Jul 22, 2026On Motion to RecommitH.R. 8800 National Defense Authorization Act for Fiscal Year 2027yeaFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 nayAgreed to
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 nayAgreed to
Jul 21, 2026On PassageH.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposesnayPassed
Jul 21, 2026On PassageH.R. 6955 Main Street ActnayPassed
Jul 21, 2026On Motion to RecommitH.R. 6955 Main Street ActyeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayFailed
Jul 21, 2026On Agreeing to the ResolutionH.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of thenayPassed
Jul 21, 2026On Ordering the Previous QuestionH.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of thenayPassed
Jul 21, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 1118 Value Over Cost ActyeaPassed
Jul 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA ActyeaPassed
Jul 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4541 EARLY Act ReauthorizationyeaPassed
Jul 16, 2026On Motion to RecommitH.R. 9237 Take Care of America’s Veterans ActyeaFailed
Jul 16, 2026On Motion to Suspend the Rules and PassH.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of VeterayeaPassed
Jul 15, 2026On PassageH.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027nayPassed
Jul 15, 2026On Motion to RecommitH.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027yeaFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 yeaFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 14, 2026On PassageH.R. 1181 Protecting Privacy in Purchases ActnayPassed
Jul 14, 2026On Motion to RecommitH.R. 1181 Protecting Privacy in Purchases ActyeaFailed
Jul 14, 2026On PassageH.R. 139 Sunshine Protection ActnayPassed
Jul 14, 2026On Agreeing to the ResolutionH.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and RelatednayPassed
Jul 14, 2026On Ordering the Previous QuestionH.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and RelatednayPassed
Jul 13, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8897 Improving Travel for American Families ActyeaPassed
Jul 13, 2026On Motion to Suspend the Rules and PassH.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness ActyeaPassed
Jun 30, 2026On Agreeing to the ResolutionH.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassmyeaPassed
Jun 30, 2026On Agreeing to the ResolutionH.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in LebanyeaFailed
Jun 30, 2026On Agreeing to the ResolutionH.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383nayFailed
Jun 30, 2026On Ordering the Previous QuestionH.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383nayPassed
Jun 29, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7128 TRIA Program Reauthorization Actnot votingPassed
Jun 29, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7757 KIDS ActnayPassed
Jun 25, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2478 Financial Exploitation Prevention ActyeaPassed
Jun 24, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 915 Small Business Technological Advancement ActyeaPassed
Jun 24, 2026On Motion to Suspend the Rules and PassH.R. 7401 Small Business Lending Fraud Prevention ActyeaPassed
Jun 23, 2026On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate AdtH.R. 6644 Housing for the 21st Century ActyeaPassed
Jun 23, 2026On Motion to Suspend the Rules and PassS. 629 Emergency Conservation Program Improvement Actnot votingPassed
Jun 11, 2026On Agreeing to the ResolutionH.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide fraunayPassed
Jun 11, 2026On Motion to Suspend the Rules and PassH.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fonayFailed
Jun 10, 2026On PassageH.R. 8464 Stopping Fraudulent Payments ActnayPassed
Jun 10, 2026On Motion to RecommitH.R. 8464 Stopping Fraudulent Payments ActyeaFailed
Jun 10, 2026On PassageH.R. 8312 Fraud Prevention and Accountability ActnayPassed
Jun 10, 2026On PassageH.R. 7892 No Aid for Ghost Students ActnayPassed
Jun 9, 2026On PassageH.R. 5408 Faster Labor Contracts ActyeaPassed
Jun 9, 2026On Agreeing to the ResolutionH.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations ActyeaPassed
Jun 9, 2026On PassageS. 2 Secure America ActnayPassed
Jun 9, 2026On Motion to CommitS. 2 Secure America ActyeaFailed
Jun 9, 2026On Motion to DischargeH.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations ActyeaPassed
Jun 9, 2026On Agreeing to the ResolutionH.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355nayPassed
Jun 9, 2026On Ordering the Previous QuestionH.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355nayPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8428 Federal Fraud Prevention Workforce Training Actnot votingPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8466 TRUE Accountability Actnot votingPassed
Jun 4, 2026On PassageH.R. 2913 Ukraine Support ActyeaPassed
Jun 4, 2026On Agreeing to the ResolutionH.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposesyeaPassed
Jun 4, 2026On PassageH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027nayPassed
Jun 4, 2026On Motion to RecommitH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027yeaFailed
Jun 4, 2026On Agreeing to the ResolutionH.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on RulesnayPassed
Jun 4, 2026On Ordering the Previous QuestionH.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on RulesnayPassed
Jun 4, 2026On Agreeing to the ResolutionH.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from LebanonyeaFailed
Jun 3, 2026On Motion to DischargeH.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposesyeaPassed
Jun 3, 2026On Agreeing to the ResolutionH.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with IyeaPassed
Jun 3, 2026On PassageH.R. 7726 No Funds for Repeat Child Care Violations ActnayPassed
Jun 3, 2026On Motion to RecommitH.R. 7726 No Funds for Repeat Child Care Violations ActyeaFailed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization ActyeaPassed
Jun 3, 2026On Agreeing to the ResolutionH.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency AppropnayPassed
Jun 3, 2026On Ordering the Previous QuestionH.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency AppropnayPassed
Jun 3, 2026On Motion to Suspend the Rules and PassS. 254 ARTIST ActyeaPassed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7618 American Battlefield Protection Program Amendments ActyeaPassed
May 21, 2026On PassageH.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion ActnayPassed
May 21, 2026On PassageH.R. 1041 Veterans 2nd Amendment Protection ActnayPassed
May 21, 2026On Motion to RecommitH.R. 1041 Veterans 2nd Amendment Protection ActyeaFailed
May 21, 2026On PassageH.R. 1329 Smithsonian American Women’s History Museum ActnayFailed
May 21, 2026On Motion to RecommitH.R. 1329 Smithsonian American Women’s History Museum ActyeaFailed
May 20, 2026On Agreeing to the ResolutionH.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604not votingPassed
May 20, 2026On Ordering the Previous QuestionH.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604not votingPassed
May 20, 2026On PassageH.R. 2616 PROTECT Kids Actnot votingPassed
May 20, 2026On Motion to RecommitH.R. 2616 PROTECT Kids Actnot votingFailed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 1993 25th Anniversary of 9/11 Commemorative Coin Actnot votingPassed
May 20, 2026On Motion to Suspend the Rules and PassS. 1003 Lulu’s Lawnot votingPassed
May 20, 2026On Motion to Suspend the Rules and PassS. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Actnot votingPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 5317 Community Bank Deposit Access Actnot votingPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4544 American Access to Banking Actnot votingPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 3234 Keeping Deposits Local Actnot votingPassed
May 20, 2026On Motion to Suspend the Rules and AgreeH.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendmentnot votingPassed
May 15, 2026On PassageH.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending SeptembyeaPassed
May 15, 2026On Agreeing to the AmendmentH.R. 8469 nayFailed
May 14, 2026On PassageH.R. 8365 Monitor Accountability ActnayPassed
May 14, 2026On Motion to RecommitH.R. 8365 Monitor Accountability ActyeaFailed
May 14, 2026On PassageH.R. 5625 Cashless Bail Reporting ActnayPassed
May 14, 2026On Agreeing to the ResolutionH.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities agyeaFailed
May 14, 2026On PassageH.R. 6260 Keeping Violent Offenders Off Our Streets ActnayPassed
May 14, 2026On Motion to RecommitH.R. 6260 Keeping Violent Offenders Off Our Streets ActyeaFailed
May 13, 2026On Motion to Suspend the Rules and AgreeH.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor yeaPassed
May 13, 2026On Motion to Suspend the Rules and AgreeH.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-AmeyeaPassed
May 13, 2026On Agreeing to the ResolutionH.Con.Res. 96 Expressing support for law enforcement officersnayPassed

What they sponsor bills about

119th Congress: 9 sponsored, 0 became law · 118th Congress: 6 sponsored, 0 became law

International Affairs
4
Government Operations and Politics
3
Sports and Recreation
2
Crime and Law Enforcement
2
Civil Rights and Liberties, Minority Issues
2
Agriculture and Food
2
Their bills
BillLatest action
H.R. 10624 To prohibit the use of Federal funds to carry out Executive Order 14253.Sep 28, 2026 Referred to the Committee on Natural Resources, and in addition to the Committee on House Administration, for
H.R. 9548 Blair Holt Firearm Owner Licensing and Record of Sale Act of 2026Jun 30, 2026 Referred to the House Committee on the Judiciary.
H.J.Res. 196 Proposing an amendment to the Constitution of the United States regarding the right to vote.Jun 11, 2026 Referred to the House Committee on the Judiciary.
H.Con.Res. 105 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces froMay 21, 2026 Referred to the House Committee on Foreign Affairs.
H.R. 8301 RSF Terrorist Designation ActApr 15, 2026 Referred to the Committee on Foreign Affairs, and in addition to the Committee on the Judiciary, for a period
H.R. 4083 Marshall ‘Major’ Taylor Congressional Gold Medal ActJun 23, 2025 Referred to the House Committee on Financial Services.
H.R. 3685 JUST Act of 2025Jun 3, 2025 Referred to the House Committee on Agriculture.
H.Res. 315 Recognizing the 159th anniversary of the Civil Rights Act of 1866.Apr 9, 2025 Referred to the House Committee on the Judiciary.
H.R. 1998 Sanction Sea Pirates Act of 2025Jun 24, 2025 Received in the Senate and Read twice and referred to the Committee on Foreign Relations.
H.R. 9973 COINTELPRO Full Disclosure ActOct 12, 2024 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management.
H.R. 8934 Sanction Sea Pirates Act of 2024Jul 11, 2024 Ordered to be Reported by Voice Vote.
H.R. 8354 Blair Holt Firearm Owner Licensing and Record of Sale Act of 2024May 10, 2024 Referred to the House Committee on the Judiciary.
H.Res. 1121 Recognizing the 158th anniversary of the Civil Rights Act of 1866.Apr 9, 2024 Referred to the House Committee on the Judiciary.
H.R. 6672 Marshall ‘Major’ Taylor Congressional Gold Medal ActDec 7, 2023 Referred to the House Committee on Financial Services.
H.R. 6527 JUST Act of 2023Nov 30, 2023 Referred to the House Committee on Agriculture.
CongressSponsoredBecame lawCosponsored
119th90608
118th60541

From their payroll to lobbying

People Jackson's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Jackson themselves.

KARA ZUBO
District Office Paid Intern - · Paid Intern - House Program · Part-time Employee · Temporary Employee, last paid Q1 2025 · THE PETERSON GROUP INC
2 clients
JOHN ALEXANDER
Part-time Employee, last paid Q4 2024 · DEFENSE CREDIT UNION COUNCIL
1 client
See the data
LobbyistOn the payroll asLast paidLobbying forClientsYearsConfirmed
KARA ZUBODistrict Office Paid Intern - · Paid Intern - House Program · Part-time Employee · Temporary EmployeeQ1 2025THE PETERSON GROUP INC22025–2026no
JOHN ALEXANDERPart-time EmployeeQ4 2024DEFENSE CREDIT UNION COUNCIL12026no

Subcommittees

Holdings and trades

$1.3M – $4.6Mnet worth, 2025 report
286trades on their reports
37 of 201trades reported after 45 days
33 daystypical time to report a trade
0reports filed on paper
2filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

$10K$100K$1M$10M2022202320242025

Largest holdings, 2025 report

R.E. Partnerships 1802 E. 71st St. LLC Roseland Building Venture
Real Estate · Joint
$250K+
S. King Drive Property
Real Estate · Joint
$250K+
Chase Bank
Bank Deposit · Joint
$100K+
S. Cornell Property
Real Estate · Joint
$100K+
Cardinal Health, Inc. Common Stock
Corporate Securities · Joint
$100K+
Microsoft Corporation
Corporate Securities · Joint
$100K+
NVIDIA Corporation
Corporate Securities · Joint
$100K+
Parker-Hannifin Corporation Common Stock
Corporate Securities · Joint
$100K+
Shopify Inc. - Class A Subordinate Voting Shares
Corporate Securities · Joint
$100K+
Vanguard Target Retirement 2030 Fund
Mutual Funds · Spouse
$50K+
AMETEK, Inc.
Corporate Securities · Joint
$50K+
Hartford Financial Services Group, Inc.
Corporate Securities · Joint
$50K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
R.E. Partnerships 1802 E. 71st St. LLC Roseland Building VentureReal EstateJoint$250K – $500KRent: $50K – $100K
S. King Drive PropertyReal EstateJoint$250K – $500KRent: $5,001 – $15K
Chase BankBank DepositJoint$100K – $250KNone: —
S. Cornell PropertyReal EstateJoint$100K – $250KRent: $50K – $100K
Cardinal Health, Inc. Common StockCorporate SecuritiesJoint$100K – $250KDividends: $1,001 – $2,500
Microsoft CorporationCorporate SecuritiesJoint$100K – $250KCapital Gains, Dividends: $15K – $50K
NVIDIA CorporationCorporate SecuritiesJoint$100K – $250KNone: —
Parker-Hannifin Corporation Common StockCorporate SecuritiesJoint$100K – $250KDividends: $1,001 – $2,500
Shopify Inc. - Class A Subordinate Voting SharesCorporate SecuritiesJoint$100K – $250KNone: —
Vanguard Target Retirement 2030 FundMutual FundsSpouse$50K – $100KTax-Deferred: —
AMETEK, Inc.Corporate SecuritiesJoint$50K – $100KDividends: $201 – $1,000
Hartford Financial Services Group, Inc.Corporate SecuritiesJoint$50K – $100KDividends: $1,001 – $2,500
International Business Machines Corporation Common StockCorporate SecuritiesJoint$50K – $100KDividends: $201 – $1,000
Marriott International - Class A Common StockCorporate SecuritiesJoint$50K – $100KDividends: $201 – $1,000
McKesson CorporationCorporate SecuritiesJoint$50K – $100KDividends: $201 – $1,000
Palo Alto Networks, Inc.Corporate SecuritiesJoint$50K – $100KNone: —
T-Mobile US, Inc.Corporate SecuritiesJoint$50K – $100KDividends: $1,001 – $2,500
Visa Inc.Corporate SecuritiesJoint$50K – $100KDividends: $201 – $1,000
Calamos Market Neutral Fd Cl IMutual FundsSpouse$15K – $50KTax-Deferred: —
Columbia Dividend Income Fund Class IMutual FundsSpouse$15K – $50KTax-Deferred: —
Davis Opportunity Fd Class YMutual FundsSpouse$15K – $50KTax-Deferred: —
Invesco QQQ Trust, Series 1Mutual FundsSpouse$15K – $50KTax-Deferred: —
iShares Core S&P Total U.S. Stock Market ETFMutual FundsSpouse$15K – $50KTax-Deferred: —
Performance Trust Total Return Bond Fund-Institutional ClassMutual FundsSpouse$15K – $50KTax-Deferred: —
Shenkman Capital Short Duration High Income Fund Class FMutual FundsSpouse$15K – $50KTax-Deferred: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

  • Purchases
  • Sales
2023202420252026

What they trade most

Vanguard Target Retirement 2030 Fund (VTHRX)
2024–2025 · $126K – $640K
27 trades
Amazon.com, Inc. - Common Stock (AMZN)
2024–2026 · $36K – $190K
8 trades
McKesson Corporation Common Stock (MCK)
2025–2026 · $8,008 – $120K
8 trades
International Business Machines Corporation Common Stock (IBM)
2025–2026 · $118K – $295K
6 trades
Shopify Inc. - Class A Subordinate Voting Shares (SHOP)
2025–2026 · $118K – $295K
6 trades
iShares Russell Midcap Growth ETF (IWP)
2024–2025 · $34K – $160K
6 trades
Church & Dwight Company, Inc. Common Stock (CHD)
2024–2025 · $34K – $160K
6 trades
Meta Platforms, Inc. - Class A Common Stock
2024–2025 · $6,006 – $90K
6 trades
T-Mobile US, Inc. (TMUS)
2023–2026 · $68K – $195K
5 trades
NextEra Energy, Inc. (NEE)
2023–2023 · $61K – $215K
5 trades
All 286 trades
DateAssetTradeOwnerAmountDays to report
2026-09-28Walmart Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K21
2026-09-28ViaSat, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K21
2026-09-28Guardant Health, Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K21
2026-09-28Estee Lauder Companies, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K21
2026-09-28Datadog, Inc. - Class A Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K21
2026-09-04Tortoise Energy Infrastructure Corporation Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K45
2026-08-28ViaSat, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Partial)Joint$1,001 – $15K6
2026-06-15Sphere Entertainment Co. Class A Common Stock (SPHR) [ST] Jonathan Jackson , 07/15/2026
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K30
2026-06-15McKesson Corporation Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K30
2026-06-15Hilton Worldwide Holdings Inc. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K30
2026-05-12Microsoft Corporation - Common Stock
via Morgan Stanley Trust Account
Sale (Partial)Joint$15K – $50K35
2026-04-24Visa Inc. (V) [ST] - Rollover IRA (Owner: SP) SEP IRA reported as Morgan Stanley IRA Trust
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K33
2026-04-24O'Reilly Automotive, Inc. - Common Stock
via Morgan Stanley SEP IRA
Sale (Full)Self$1,001 – $15K33
2026-04-20Tenet Healthcare Corporation Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K37
2026-04-20Simon Property Group, Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K37
2026-04-15Tenet Healthcare Corporation Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K42
2026-03-20BP p.l.c. Common Stock
via Morgan Stanley IRA
PurchaseSelf$1,001 – $15K19
2026-03-19O'Reilly Automotive, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K20
2026-03-19BP p.l.c. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K20
2026-03-09Amazon.com, Inc. - Common Stock
via Morgan Stanley IRA
Sale (Full)Self$1,001 – $15K30
2026-02-17The Bank of New York Mellon Corporation Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K23
2026-02-17The Bank of New York Mellon Corporation Common Stock
via Morgan Stanley IRA
PurchaseSelf$1,001 – $15K23
2026-02-17International Business Machines Corporation Common Stock
via Morgan Stanley IRA
Sale (Full)Self$1,001 – $15K23
2026-02-17International Business Machines Corporation Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K23
2026-02-11Welltower Inc. Common Stock (WELL) [ST] - Rollover IRA (Owner: SP) IRA Trust Account (Owne
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K29
2026-02-11Tenet Healthcare Corporation Common Stock
via Morgan Stanley - Rollover IRA
Sale (Partial)Spouse$1,001 – $15K29
2026-02-11Citigroup, Inc. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K29
2026-02-11Amazon.com, Inc. - Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K29
2026-02-05Palo Alto Networks, Inc.
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K35
2026-02-05Citigroup, Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K35
2026-02-05Amazon.com, Inc. - Common Stock
via Morgan Stanley IRA
PurchaseSelf$1,001 – $15K35
2026-02-04Citigroup, Inc. Common Stock
via Morgan Stanley IRA
PurchaseSelf$1,001 – $15K36
2026-02-04Broadcom Corporation - Class A
via Morgan Stanley IRA
Sale (Full)Self$1,001 – $15K36
2026-02-03Shopify Inc. - Class A Subordinate Voting Shares
via Morgan Stanley IRA
Sale (Full)Self$1,001 – $15K37
2026-01-30Shopify Inc. - Class A Subordinate Voting Shares
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K24
2026-01-30GE Vernova Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K24
2026-01-30Citigroup, Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K24
2026-01-22ViaSat, Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K32
2026-01-22Coupang, Inc. Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K32
2026-01-20Robinhood Markets, Inc. - Class A Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K34
2026-01-20JP Morgan Chase & Co. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K34
2026-01-16Palantir Technologies Inc. - Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K38
2026-01-13Walmart Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K41
2026-01-13T-Mobile US, Inc.
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K41
2025-12-22Robinhood Markets, Inc. - Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K17
2025-12-22Palantir Technologies Inc. - Class A Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K17
2025-12-12Davis Opportunity Fd Class Y
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-12-10Tenet Healthcare Corporation Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K29
2025-12-10MercadoLibre, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K29
2025-12-08Shopify Inc. - Class A Subordinate Voting Shares
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K31
2025-12-08Netflix, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K31
2025-11-14Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-11-11T-Mobile US, Inc. (TMUS) [ST] Trust Account (Owner: JT)
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K24
2025-11-11State Street Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K24
2025-11-11Meta Platforms, Inc. - Class A Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K24
2025-11-11NYLI MacKay High Yield Corporate Bond Fund Class I
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15Kannual
2025-11-11iShares Core MSCI Pacific ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-11-11First Trust RBA American Industrial Renaissance ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-11-06Robinhood Markets, Inc. - Class A Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K29
2025-11-06Doximity, Inc. Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K29
2025-11-03Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-10-13Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-10-08Shopify Inc. - Class A Subordinate Voting Shares
via Morgan Stanley IRA
PurchaseSelf$1,001 – $15K33
2025-10-08Robinhood Markets, Inc. - Class A Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K33
2025-10-08McKesson Corporation Common Stock
via Morgan Stanley IRA
Sale (Full)Self$1,001 – $15K33
2025-10-08Shopify Inc. - Class A Subordinate Voting Shares
via Morgan Stanley SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-10-08McKesson Corporation Common Stock
via Morgan Stanley SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-10-06Shopify Inc. - Class A Subordinate Voting Shares
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K35
2025-09-25Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-09-10Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-09-05Robinhood Markets, Inc. - Class A Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K40
2025-09-05Alerian MLP ETF
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15Kannual
2025-09-05First Trust Global Tactical Commodity Strategy Fund
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-09-03Tenet Healthcare Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K42
2025-09-03Lam Research Corporation - Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K42
2025-09-02Arm Holdings plc - American Depositary Shares
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K43
2025-09-02Performance Trust Total Return Bond Fund-Institutional Class
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-08-25Doximity, Inc. Class A Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K29
2025-08-25Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-08-13Lam Research Corporation - Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K41
2025-08-13International Business Machines Corporation Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K41
2025-08-12Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-07-25Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-07-17Fomento Economico Mexicano S.A.B. de C.V. Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K39
2025-07-17Arm Holdings plc - American Depositary Shares
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K39
2025-07-11Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-07-08Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-06-11Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-06-11Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-06-03International Business Machines Corporation Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K41
2025-06-03Eli Lilly and Company Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K41
2025-05-21International Business Machines Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K96
2025-05-21Fomento Economico Mexicano S.A.B. de C.V. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K96
2025-05-21Eli Lilly and Company Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K96
2025-05-21KraneShares Emerging Markets Consumer Technology Index ETF
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15Kannual
2025-05-20Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-05-14International Business Machines Corporation Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K30
2025-05-14Church & Dwight Company, Inc. Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K30
2025-05-07Linde plc - Ordinary Shares (LIN) [ST] the statements I have made on the attached Further,
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K37
2025-05-05Church & Dwight Company, Inc. Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K112
2025-05-05Performance Trust Total Return Bond Fund-Institutional Class
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-24Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-04-23Williams Companies, Inc.
via Morgan Stanley - Rollover IRA
Sale (Partial)Spouse$1,001 – $15K124
2025-04-23T-Mobile US, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K124
2025-04-23Meta Platforms, Inc. - Class A Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K124
2025-04-23McKesson Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K124
2025-04-23Eli Lilly and Company Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K124
2025-04-23Church & Dwight Company, Inc. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K124
2025-04-23Amazon.com, Inc. - Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K124
2025-04-23NYLI MacKay High Yield Corporate Bond Fund Class I
via Morgan Stanley - Rollover IRA
Sale (Partial)Spouse$1,001 – $15Kannual
2025-04-23Performance Trust Total Return Bond Fund-Institutional Class
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15Kannual
2025-04-23First Trust Global Tactical Commodity Strategy Fund
via Morgan Stanley - Rollover IRA
Sale (Partial)Spouse$1,001 – $15Kannual
2025-04-23KraneShares Emerging Markets Consumer Technology Index ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-23Alerian MLP ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-23Davis Opportunity Fd Class Y
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-23Columbia Dividend Income Fund Class I
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-23iShares Core S&P Total U.S. Stock Market ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-23Invesco QQQ Trust, Series 1
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-21Eli Lilly and Company Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K22
2025-04-21Alphabet Inc. - Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K22
2025-04-16Netflix, Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K27
2025-04-16Meta Platforms, Inc. - Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$1,001 – $15K27
2025-04-16Amazon.com, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K27
2025-04-10Microsoft Corporation - Common Stock
via Morgan Stanley Trust Account
Sale (Partial)Joint$50K – $100K33
2025-04-10Aramark Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K33
2025-04-10Tortoise Energy Infrastructure Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-10Shenkman Capital Short Duration High Income Fund Class F
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-10Calamos Market Neutral Fd Cl I
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-10Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-04-07Goldman Sachs Group, Inc.
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K140
2025-04-07Performance Trust Total Return Bond Fund-Institutional Class
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-04-07Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-04-04KKR & Co. Inc. Common Stock
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K143
2025-04-04NYLI MacKay High Yield Corporate Bond Fund Class I
via Morgan Stanley - Rollover IRA
PurchaseSpouse$15K – $50Kannual
2025-03-31Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-03-31Vanguard Target Retirement 2030 Fund
via Vanguard - United Way of Metropolitan Chicago DC Plan
Sale (Full)Spouse$100K – $250Kannual
2025-03-31American Funds 2030 Target Date Retirement Fd Cl R-6
via Empower - Muhammad Ali Museum & Education Center, Inc. 401(k) Plan
Sale (Full)Spouse$50K – $100Kannual
2025-03-28Illinois Wesleyan Univ Fin Rev Re; 4.0%; Due 09/01/2041
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K11
2025-03-28iShares Russell Midcap Growth ETF
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50Kannual
2025-03-24Williams Companies, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24T-Mobile US, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24Meta Platforms, Inc. - Class A Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24McKesson Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24KKR & Co. Inc. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24Goldman Sachs Group, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24Church & Dwight Company, Inc. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24Amazon.com, Inc. - Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K154
2025-03-24KraneShares Emerging Markets Consumer Technology Index ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24Alerian MLP ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24Tortoise Energy Infrastructure Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24Shenkman Capital Short Duration High Income Fund Class F
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24Davis Opportunity Fd Class Y
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24Columbia Dividend Income Fund Class I
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24Calamos Market Neutral Fd Cl I
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24iShares Core S&P Total U.S. Stock Market ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24Invesco QQQ Trust, Series 1
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-24First Trust Global Tactical Commodity Strategy Fund
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-20Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-03-17Williams Companies, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K161
2025-03-17Palo Alto Networks, Inc.
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15K161
2025-03-17iShares Russell Midcap Growth ETF
via Morgan Stanley - Rollover IRA
Sale (Full)Spouse$1,001 – $15Kannual
2025-03-17First Trust Global Tactical Commodity Strategy Fund
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-14iShares Russell Midcap Growth ETF
via Morgan Stanley SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-03-11Salesforce, Inc. Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K28
2025-03-04Microsoft Corporation - Common Stock
via Morgan Stanley IRA
Sale (Full)Self$1,001 – $15K35
2025-03-04McKesson Corporation Common Stock
via Morgan Stanley IRA
PurchaseSelf$1,001 – $15K35
2025-03-04McKesson Corporation Common Stock
via Morgan Stanley SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-03-04Microsoft Corporation - Common Stock
via Morgan Stanley SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-03-03T-Mobile US, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03Palo Alto Networks, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03Meta Platforms, Inc. - Class A Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03McKesson Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03KKR & Co. Inc. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03Goldman Sachs Group, Inc.
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03Church & Dwight Company, Inc. Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03Amazon.com, Inc. - Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15K175
2025-03-03KraneShares Emerging Markets Consumer Technology Index ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03Alerian MLP ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03iShares Russell Midcap Growth ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03Tortoise Energy Infrastructure Corporation Common Stock
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03Shenkman Capital Short Duration High Income Fund Class F
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03Davis Opportunity Fd Class Y
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03Columbia Dividend Income Fund Class I
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03Calamos Market Neutral Fd Cl I
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03iShares Core S&P Total U.S. Stock Market ETF
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-03-03Invesco QQQ Trust, Series 1
via Morgan Stanley - Rollover IRA
PurchaseSpouse$1,001 – $15Kannual
2025-02-25Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-02-20Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-02-03Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-01-27Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2025-01-14Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2024-12-31Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2024-12-16O'Reilly Automotive, Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K31
2024-12-16General Dynamics Corporation Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K31
2024-12-09TIM S.A. American Depositary Shares
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K38
2024-12-09Meta Platforms, Inc. - Class A Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$1,001 – $15K38
2024-11-27Applied Materials, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K15
2024-11-27Amazon.com, Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K15
2024-11-13Regeneron Pharmaceuticals, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K29
2024-11-13Church & Dwight Company, Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K29
2024-11-01Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] Trust Account (Owner: JT)
via Morgan Stanley Trust Account
Sale (Partial)Joint$1,001 – $15K41
2024-10-28Salesforce, Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K32
2024-10-28ASML Holding N.V. - New York Registry Shares
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K32
2024-09-30Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2024-09-24Merck & Company, Inc. Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K17
2024-09-24General Dynamics Corporation Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K17
2024-09-19The AES Corporation Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K22
2024-09-19Aramark Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K22
2024-08-26Simon Property Group, Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K25
2024-08-26Lam Research Corporation - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K25
2024-07-23Teck Resources Ltd Ordinary Shares
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K20
2024-07-23iShares Russell Midcap Growth ETF
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50Kannual
2024-07-23iShares Russell Midcap Growth ETF
via Morgan Stanley IRA
PurchaseSelf$1,001 – $15Kannual
2024-07-09The AES Corporation Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K34
2024-07-09Teck Resources Ltd Ordinary Shares
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K34
2024-07-09Salesforce, Inc. Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K34
2024-07-05ConocoPhillips Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K38
2024-07-03Coupang, Inc. Class A Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K40
2024-07-03Albertsons Companies, Inc. Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K40
2024-06-28Vanguard Target Retirement 2030 Fund
via American Alliance of Museums 403(B) DC Plan
PurchaseSpouse$1,001 – $15Kannual
2024-04-24JP Morgan Chase & Co. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K13
2024-04-24Hexcel Corporation Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K13
2024-04-02lululemon athletica inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K35
2024-04-02ConocoPhillips Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K35
2024-03-13Intel Corporation - Common Stock (INTC) [ST] Trust Account (Owner: JT)
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K42
2024-03-13ASML Holding N.V. - New York Registry Shares
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K42
2024-03-13Applied Materials, Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K42
2024-03-13Apple Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K42
2024-03-13Analog Devices, Inc. - Common Stock
via Morgan Stanley Trust Account
Sale (Partial)Joint$15K – $50K42
2024-02-16Hexcel Corporation Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K32
2024-01-19Lam Research Corporation - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K27
2024-01-17Wayfair Inc. Class A Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K29
2024-01-17Regeneron Pharmaceuticals, Inc. - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$1,001 – $15K29
2024-01-12Cardinal Health, Inc. Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K34
2024-01-08Intel Corporation - Common Stock
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K38
2024-01-08BP p.l.c. Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K38
2024-01-03American Funds 2030 Target Date Retirement Fd Cl R-6
via Empower - Muhammad Ali Museum & Education Center, Inc. 401(k) Plan
PurchaseSpouse$15K – $50Kannual
2024-01-03MoA Clear Passage 2030 Fund
via Empower - Muhammad Ali Museum & Education Center, Inc. 401(k) Plan
Sale (Full)Spouse$15K – $50Kannual
2023-12-20Wayfair Inc. Class A
via Morgan Stanley Trust Account
PurchaseJoint$1,001 – $15K23
2023-12-20Heico Corporation
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K23
2023-12-15Wayfair Inc. Class A
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K28
2023-12-14Albertsons Companies, Inc. Class A
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K29
2023-12-01Palo Alto Networks, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K42
2023-11-16Honeywell International Inc.
via Morgan Stanley Trust Account
Sale (Full)Joint$50K – $100K18
2023-11-16ChampionX Corporation
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K18
2023-11-16ASML Holding N.V. - New York Registry Shares
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K18
2023-11-07T-Mobile US, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K27
2023-10-30The Hershey Company (HSY) [ST] Trust Account (Owner: JT)
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K17
2023-10-30lululemon athletica inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K17
2023-10-11Marriott International - Class A
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K36
2023-10-11Graphic Packaging Holding Company
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K36
2023-10-04NextEra Energy, Inc.
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K43
2023-09-26DTE Energy Company
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K36
2023-09-26Retirement 2030 Fund
via Mutual of America - Muhammad Ali Museum & Education Center, Inc. 401(k) Plan
PurchaseSpouse$1,001 – $15Kannual
2023-09-19NextEra Energy, Inc.
via Morgan Stanley Trust Account
Sale (Partial)Joint$15K – $50K43
2023-09-19ChampionX Corporation
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K43
2023-08-31Waste Connections, Inc. Common Shares
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K11
2023-08-31TIM S.A. American Depositary Shares
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K11
2023-08-29NextEra Energy, Inc.
via Morgan Stanley Trust Account
Sale (Partial)Joint$1,001 – $15K13
2023-08-29EMCOR Group, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$1,001 – $15K13
2023-07-31Linde plc Ordinary Shares
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K9
2023-07-31Agree Realty Corporation Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50Kannual
2023-07-18NextEra Energy, Inc.
via Morgan Stanley Trust Account
Sale (Partial)Joint$15K – $50K22
2023-07-18Linde plc Ordinary Shares
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K22
2023-06-23Regeneron Pharmaceuticals, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K14
2023-06-23Deere & Company
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K14
2023-06-09Salesforce, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K28
2023-06-07Estee Lauder Companies, Inc.
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K30
2023-06-07Alphabet Inc. - Class A
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K30
2023-06-06Marriott International - Class A
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K31
2023-05-26NextEra Energy, Inc.
via Morgan Stanley Trust Account
Sale (Partial)Joint$15K – $50K11
2023-05-26ASML Holding N.V. - New York Registry Shares
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K11
2023-05-23MercadoLibre, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K14
2023-05-12BP p.l.c.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K25
2023-05-02Estee Lauder Companies, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K35
2023-05-01Honeywell International Inc.
via Morgan Stanley Trust Account
PurchaseJoint$50K – $100K36
2023-04-283 I Roadwork, Inc. Sale (Full)Self$1,001 – $15K14
2023-04-14NVIDIA Corporation
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K28
2023-04-14Illinois Housing Dev Auth 1.9%; Due 10/1/2033
via Morgan Stanley Trust Account
PurchaseJoint$1,001 – $15K28
2023-04-14Brighthouse Financial, Inc.
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K28
2023-02-28UnitedHealth Group Incorporated Common Stock
via Morgan Stanley Trust Account
Sale (Full)Joint$15K – $50K73
2023-02-28Brighthouse Financial, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K73
2023-01-23AMETEK, Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K109
2023-01-17Deere & Company
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K115
2023-01-10Visa Inc.
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K122
2023-01-09Parker-Hannifin Corporation
via Morgan Stanley Trust Account
PurchaseJoint$15K – $50K123

What their office spends

What Jackson's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,916,130 over the last 4 quarters, 66% of it staff pay. A quarter's figures include late lines charged to the year before.

Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24$609,245Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
The numbers
QuarterStaff payTravelOffices: rent, phones, utilitiesMail and printingEverything elseTotal
Q2 '26$292,045$44,223$45,015$1,012$43,896$426,192
Q1 '26$333,019$61,475$38,594$8,939$70,424$512,452
Q4 '25$308,506$46,126$26,838$16,208$49,158$446,836
Q3 '25$336,600$59,673$40,363$35,663$58,351$530,651
Q2 '25$325,423$33,509$26,610$21,668$59,179$466,389
Q1 '25$360,038$72,685$30,124$28,261$118,138$609,245
Q4 '24$434,683$28,027$26,353$7,953$37,391$534,406
Q3 '24$354,656$28,106$10,618$7,403$67,530$468,312
Q2 '24$293,844$28,902$33,480$492$84,149$440,867
Q1 '24$291,331$28,669$57,501$28,077$76,509$482,086
Q4 '23$365,361$36,615$54,257$25,615$60,862$542,710
Q3 '23$292,732$27,075$33,112$14,802$40,172$407,894
Q2 '23$308,096$20,184$32,649$6,356$81,716$449,000
Q1 '23$254,367$2,987$24,604$2,450$28,532$312,940

Who the office paid

Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).

Hamb Edward J.
Chief of Staff
$163,020
Gomez James
Senior Legislative Assistant
$98,000
Troupe Sharron
District Director
$85,250
Smith Rolanda C.
Office Manager
$69,944
Guerrero Benjamin J.
Special Assistant
$67,667
Patillo JR Robert H.
Director of Communications
$66,667
Cook Adison
Staff Assistant · Policy Advisor
$63,333
Nix Ian A.
Operational Assistant
$60,583
Thomas Kevin S.
Staff Assistant/legislative Co
$59,278
Rebollido Andrea P.
Caseworker · Scheduler
$57,898
All 45
NameTitlePaidQuarters
Hamb Edward J.Chief of Staff$163,0204
Gomez JamesSenior Legislative Assistant$98,0004
Troupe SharronDistrict Director$85,2503
Smith Rolanda C.Office Manager$69,9444
Guerrero Benjamin J.Special Assistant$67,6674
Patillo JR Robert H.Director of Communications$66,6673
Cook AdisonStaff Assistant · Policy Advisor$63,3334
Nix Ian A.Operational Assistant$60,5834
Thomas Kevin S.Staff Assistant/legislative Co$59,2784
Rebollido Andrea P.Caseworker · Scheduler$57,8984
Mcmillan Sean H.Comms Assistant$50,0004
Patel Deepa P.Deputy Chief of Staff/leg Dire$47,0952
Mevs Courtney S.Part-time Employee$45,0004
Butt Omar T.Communications Assistant$45,0004
Kane Bradford R.Deputy Chief of Staff/legislat$41,0002
Floyd James A.Part-time Employee$36,0004
Conlon Christopher C.Legislative Assistant$28,9722
Jones JeromePart-time Employee$25,0004
Ortiz LisaCommunications/digital Assista$23,0332
Saunders MichaelDistrict Director$17,6252
Guerrero Martinez Elsie B.Legislative Director$17,3331
Shelton Kennedy B.Operations Assistant$15,5832
Featherson Wendy M.Scheduler$12,5001
Martin John A.Scheduler$11,2501
Hamb-Manning Tyler M.Staff Assistant$8,4581
Dang QuangDistrict Office Paid Intern -$7,3273
Foster LaurenDistrict Office Paid Intern -$5,9001
Bolton HoustonDistrict Office Paid Intern -$5,2132
Hilhorst AnnarosePaid Intern - House Program$4,3842
Humphrey Makenze A.Paid Intern - House Program$4,0332
Everett MaliaPaid Intern - House Program$3,6002
Blackburn Cameron L.Paid Intern - House Program$3,6002
Murray NolanPaid Intern - House Program$3,4201
Minsary RamacyPaid Intern - House Program$2,1671
Douglas DeborahCommunications/digital Assista$2,0831
Primus Gregory L.District Office Paid Intern -$1,7201
Mashburn Makayla D.District Office Paid Intern -$1,7201
Wilson Stephon A.District Office Paid Intern -$1,5871
Parker Kenyatta C.Paid Intern - House Program$1,5001
Shapiro Hailey M.Paid Intern - House Program$1,4171
Japal BrandonPaid Intern - House Program$1,4171
Siegel Aidan M.District Office Paid Intern -$1,4001
Montana HughPaid Intern - House Program$1,4001
Lindsay Joslyn R.Paid Intern - House Program$6231
Carl Jaylen C.Paid Intern - House Program$1701

Private funds

8private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

Morgan Stanley Trust Account
trades went through it
$264K
3 I Roadwork, Inc.
held from 2022
$75K
Visa Inc. (V) [ST] - Rollover IRA (Owner: SP) SEP IRA reported as Morgan Stanley IRA Trust
1 trades
$75K
Intel Corporation - Common Stock (INTC) [ST] Trust Account (Owner: JT)
1 trades
$33K
The Hershey Company (HSY) [ST] Trust Account (Owner: JT)
1 trades
$33K
Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] Trust Account (Owner: JT)
1 trades
$8,000
T-Mobile US, Inc. (TMUS) [ST] Trust Account (Owner: JT)
1 trades
$8,000
Welltower Inc. Common Stock (WELL) [ST] - Rollover IRA (Owner: SP) IRA Trust Account (Owne
1 trades
$8,000
All 8, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entityManagerFormedKindMinimumInvestorsFirst saleThey boughtTradedHeld
Morgan Stanley Trust Account
trades went through it
2023-04-14$147K – $380K
3 I Roadwork, Inc.held 2022$50K – $100K
Visa Inc. (V) [ST] - Rollover IRA (Owner: SP) SEP IRA reported as Morgan Stanley IRA Trust$50K – $100K
Intel Corporation - Common Stock (INTC) [ST] Trust Account (Owner: JT)$15K – $50K
The Hershey Company (HSY) [ST] Trust Account (Owner: JT)$15K – $50K
Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] Trust Account (Owner: JT)$1,001 – $15K
T-Mobile US, Inc. (TMUS) [ST] Trust Account (Owner: JT)$1,001 – $15K
Welltower Inc. Common Stock (WELL) [ST] - Rollover IRA (Owner: SP) IRA Trust Account (Owne2026-02-11$1,001 – $15K

How their trades did

Each of Jackson's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 193 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is below what chance gives at 30 days. Every member, compared.

  • the same trades on other days (95% of the time)
  • their average against the market
-5.0%-2.5%0+2.5%+5.0%
30 days later
188 trades · 43% beat the market
-0.9%
90 days later
186 trades · 48% beat the market
-0.8%

Before the public knew: between trading and first reporting a trade (a median of 33 days; 20% of them reported late), their trades moved -2.0% against the market, where the same trades on other days give -1.2% to +2.2%. Copying each on the day it was reported would have earned +0.9% over the next 30 days.

Their trades as a fund

Each purchase buys the middle of its amount band, each sale sells it, from Jan 9, 2023: 15.0% a year against the S&P 500's 20.6%; copying the reports, 22.0%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.

Best timed

  1. Bought Robinhood Markets, Inc. (HOOD) 2025-09-05 · $1,001 – $15K · +38.7% against the market in 30 days, +29.6% in 90
  2. Sold Robinhood Markets, Inc. (HOOD) 2026-01-20 · $1,001 – $15K · +29.5% against the market in 30 days, +18.3% in 90
  3. Sold Doximity, Inc. (DOCS) 2025-11-06 · $15K – $50K · +29.0% against the market in 30 days, +46.0% in 90

Worst timed

  1. Sold Lam Research Corporation (LRCX) 2025-09-03 · $1,001 – $15K · -45.2% against the market in 30 days, -56.0% in 90
  2. Bought Estee Lauder Companies, Inc. (EL) 2023-05-02 · $15K – $50K · -28.1% against the market in 30 days, -38.4% in 90
  3. Bought Brighthouse Financial, Inc. (BHF) 2023-02-28 · $15K – $50K · -27.4% against the market in 30 days, -34.7% in 90

Financial disclosures

48 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

FiledReportEntries
Oct 19, 2026Periodic Transaction Report6
Sep 3, 2026Periodic Transaction Report1
Jul 15, 2026Periodic Transaction Report3
Jun 16, 2026Periodic Transaction Report1
May 27, 2026Periodic Transaction Report5
Apr 27, 2026Annual Report for 2025143
Apr 8, 2026Periodic Transaction Report4
Mar 12, 2026Periodic Transaction Report14
Feb 23, 2026Periodic Transaction Report10
Feb 5, 2026Candidate Report for 20251
Jan 8, 2026Periodic Transaction Report6
Dec 5, 2025Periodic Transaction Report5
Nov 10, 2025Periodic Transaction Report4
Oct 15, 2025Periodic Transaction Report4
Sep 23, 2025Periodic Transaction Report3
Aug 25, 2025Periodic Transaction Report33
Jul 14, 2025Periodic Transaction Report2
Jun 13, 2025Periodic Transaction Report3
May 15, 2025Annual Report for 202447
May 13, 2025Periodic Transaction Report7
Apr 8, 2025Periodic Transaction Report4
Jan 16, 2025Periodic Transaction Report4
Dec 12, 2024Periodic Transaction Report5
Nov 29, 2024Periodic Transaction Report2
Oct 11, 2024Periodic Transaction Report4
Sep 20, 2024Periodic Transaction Report2
Aug 12, 2024Periodic Transaction Report7
Aug 2, 2024Annual Report (amendment) for 202255
Aug 2, 2024Annual Report (amendment) for 202246
Aug 2, 2024Annual Report for 202348
May 7, 2024Periodic Transaction Report4
May 6, 2024Extension for 2023—
Apr 24, 2024Periodic Transaction Report5
Mar 19, 2024Periodic Transaction Report1
Feb 15, 2024Periodic Transaction Report6
Jan 12, 2024Periodic Transaction Report5
Dec 4, 2023Periodic Transaction Report4
Nov 16, 2023Periodic Transaction Report5
Nov 1, 2023Periodic Transaction Report3
Sep 11, 2023Periodic Transaction Report4
Aug 13, 2023Annual Report (amendment) for 202244
Aug 13, 2023New Filer Report for 202252
Aug 9, 2023Periodic Transaction Report3
Jul 7, 2023Periodic Transaction Report6
Jun 6, 2023Periodic Transaction Report6
May 12, 2023Extension for 2022—
May 12, 2023Periodic Transaction Report10
Jun 22, 2022Candidate Report for 202240